See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,749 | $181,894-51.2% | $156,549-43.3% | $273,961-67.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.12% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $4,976 | $6,248-20.4% | $5,501-9.5% | $4,869+2.2% |
| Participant deferral / active EE | $3,367 | $5,550-39.3% | $4,871-30.9% | $5,287-36.3% |
| Admin fee / account holder | $270 | $15,559-98.3% | $13,027-97.9% | $10,132-97.3% |